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The agentic AI playbook for enterprise accounting

The agentic AI playbook for enterprise accounting

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The Agentic AI Playbook for Enterprise Accounting | Maxima × Zendesk

Everyone is trying to understand agentic AI right now. There is a lot of excitement, but fewer clear examples of what is running in production, especially in accounting operations.

Zendesk has deployed agentic AI across record to report at enterprise scale. In this session, you will hear directly from Zendesk's accounting leader and AI transformation leader on how they cut through the noise, evaluated their options, and got to production across close workflows, while building confidence with audit and leadership along the way.

If you are a finance and accounting leader looking for a concrete operator perspective on agentic AI in accounting, this session is for you.

What you will learn

  • What it takes to move agentic AI from pilot to production in accounting

  • Why close automation stalls, and how leading teams avoid common traps

  • How Zendesk evaluated close automation options, and what criteria mattered most

  • How to make agentic AI audit ready, including controls, evidence, and trust

  • How to build a roadmap and operating model that compounds automation value over time across journals, reconciliation, and flux

Speakers

Director, Global Accounting, Zendesk

Lindsay Kelly

Director, AI Transformation & Internal Audit, Zendesk

Akshaya Murthy

Co-founder, CEO & CFO

Yogi Goel

Webinar registration illustration with the selected webinar title and description.

Watch the recording

Webinar registration illustration with the selected webinar title and description.

Watch the recording

Webinar registration illustration with the selected webinar title and description.

Watch the recording

Gradient background

Back to events

On Demand

Webinar

The agentic AI playbook for enterprise accounting

Dark Blue Background Illustration

Watch the recording

The Agentic AI Playbook for Enterprise Accounting | Maxima × Zendesk

Everyone is trying to understand agentic AI right now. There is a lot of excitement, but fewer clear examples of what is running in production, especially in accounting operations.

Zendesk has deployed agentic AI across record to report at enterprise scale. In this session, you will hear directly from Zendesk's accounting leader and AI transformation leader on how they cut through the noise, evaluated their options, and got to production across close workflows, while building confidence with audit and leadership along the way.

If you are a finance and accounting leader looking for a concrete operator perspective on agentic AI in accounting, this session is for you.

What you will learn

  • What it takes to move agentic AI from pilot to production in accounting

  • Why close automation stalls, and how leading teams avoid common traps

  • How Zendesk evaluated close automation options, and what criteria mattered most

  • How to make agentic AI audit ready, including controls, evidence, and trust

  • How to build a roadmap and operating model that compounds automation value over time across journals, reconciliation, and flux

Speakers

Director, Global Accounting, Zendesk

Lindsay Kelly

Director, AI Transformation & Internal Audit, Zendesk

Akshaya Murthy

Co-founder, CEO & CFO

Yogi Goel

Webinar registration illustration with the selected webinar title and description.

Watch the recording